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American Century Real Est Inv: (MF: REACX)

(MF) As of Dec 11, 2017 06:05 PM ET

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$29.30 USD

-0.04 (-0.14%)

Zacks MF Rank 5-Strong Sell         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Nov 30, 2017

Total Return %* Percentile Rank Objective
YTD 2.26 70
3 months -0.37 43
6 months 2.05 59
1 Year 3.46 83
3 Year 5.05 34
5 Year 8.49 29
10 Year 4.31 42

* Annual for three years and beyond.

Zacks Premium Research for REACX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 16.90
% Yield 1.10
% SEC Yield NA
Net Assets (Mil $) 11/30/2017 695.48
%Turnover 11/30/2017 170.00

Risk

3 Year 5 Year 10 Year
Beta 0.53 0.59 1.29
Alpha -0.12 0.25 -2.84
R Squared 0.16 0.18 0.55
Std. Dev. 13.19 13.38 26.24
Sharpe 0.42 0.69 3.00

Sector / Country Weightings

As of 11/30/2017 % of Portfolio
Finance 78.60
Other 9.39
Technology 7.15
Non-Durable 3.88
Industrial Cyclical 0.98

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2017)
% of Portfolio Value (Mil$)
SIMON PROPERTY GROUP INC 7.26 88.30
PROLOGIS INC 6.52 79.26
EQUINIX INC 5.14 62.50
WELLTOWER INC 4.15 50.41
VENTAS INC 4.05 49.22
ALEXANDRIA REAL ESTATE 3.77 45.82
AVALONBAY COMMUNITIES INC 3.77 45.81
DIGITAL REALTY TRUST INC 3.54 43.00
ESSEX PROPERTY TRUST INC 3.32 40.40

Stock Holding % of Net Assets

As Of 7/31/2017
Total Issues 42
Avg. P/E 31.52
Avg. P/Book 2.42
Avg. EPS Growth 16.37
Avg. Market Value (Mil $) 22,369

Allocation

% of Portfolio
Large Growth 0.00
Large Value 4.12
Small Growth 0.00
Small Value 2.07
Foreign Stock 0.00
Emerging Market 2.70
Precious Metal 0.00
Intermediate Bond 11.42
Foreign Bond 11.43
High Yield Bond 0.00